Overview
Assets Under Management: $833 million
Headquarters: NEWPORT BEACH, CA
High-Net-Worth Clients: 318
Average Client Assets: $2 million
Frequently Asked Questions
KNIGHTSBRIDGE WEALTH MANAGEMENT is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #110347), KNIGHTSBRIDGE WEALTH MANAGEMENT is subject to fiduciary duty under federal law.
KNIGHTSBRIDGE WEALTH MANAGEMENT is headquartered in NEWPORT BEACH, CA.
KNIGHTSBRIDGE WEALTH MANAGEMENT serves 318 high-net-worth clients according to their SEC filing dated December 16, 2025. View client details ↓
According to their SEC Form ADV, KNIGHTSBRIDGE WEALTH MANAGEMENT offers financial planning, portfolio management for individuals, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. View all service details ↓
KNIGHTSBRIDGE WEALTH MANAGEMENT manages $833 million in client assets according to their SEC filing dated December 16, 2025.
According to their SEC Form ADV, KNIGHTSBRIDGE WEALTH MANAGEMENT serves high-net-worth individuals, pooled investment vehicles, and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 318
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 79.73
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,386
Discretionary Accounts: 1,242
Non-Discretionary Accounts: 144
Regulatory Filings
CRD Number: 110347
Filing ID: 2032163
Last Filing Date: 2025-12-16 14:34:57
Website: 0